Corporate Performance Management

Businesses using Microsoft (News - Alert) Dynamics CRM can take advantage of Management Reporter to track revenue during campaigns.

“Managing the revenue associated with various marketing campaigns can be challenging,” Jill Carter, a Microsoft employee, wrote in a company blog post. “But, if you’re using dimensions in your Microsoft Dynamics General Ledger account structure, you can easily create a report in Management Reporter to help you track weekly revenue for the various marketing tactics you’ve put to use in your business.”

The post includes a screen shot of an example marketing campaign, with a breakdown of the various marketing tactics, as well as the total spent over several weeks at the end. The total revenue from the weeks is printed on the bottom of the chart.

It appears like a standard Excel spreadsheet that many businesspeople are already familiar with.

Users can also create charts, including pie charts and bar graphs, letting them see, at a glance, which marketing campaigns are effective and which don’t bring in as much revenue as they should.

Carter gave an example. “One shows a pie chart breaking down the revenue by total marketing campaign, making it easy to see that billboards are driving the least amount of revenue. The second chart shows week-by-week revenue by campaign, allowing someone to easily pinpoint that no revenue was received by banner and search ads over a 2-week period.”

Users can define start and end dates for each weekly column.

Ombudsman Services, a provider of dispute resolution services, is also integrating with Microsoft Dynamics. It selected Intelecom’s cloud-based contact management platform, which includes integration with the CRM platform.

“We made the decision to move to a cloud services infrastructure including a cloud-based CRM, WFM and contact centre solution. Intelecom's heritage as one of the first developers of hosted contact centers and its proven integration experience gave us the confidence to make the move to a cloud-based contact center,” said Richard Brown, director of corporate services at Ombudsman Services.